Good Morning: This is a daily review of the stocks in your portfolio, updated on Monday, June 30, 2025 at 11:27 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1389543 -0.1989015 8610.457 1
Buy_Hold -0.1496955 -0.2136706 8576.669 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.002439 -0.0036133 9975.61 2
Buy_Hold 2.421569 5.1931330 33132.91 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ALT

ALT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.5314592 -0.6749640 4685.408 1
Buy_Hold -0.4927536 -0.6343796 5072.464 1

##### ALT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ALTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0966386 0.1465376 10966.386 2
Buy_Hold -0.0892337 -0.1293837 9232.794 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN

AMZN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0269028 0.0401370 10269.03 1
Buy_Hold 0.1810440 0.2797462 11874.50 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ASTS

ASTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3483728 0.5574862 13483.73 4
Buy_Hold 0.7858177 1.3621719 17307.15 1

##### ASTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ASTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 2.375723 5.070522 33563.22 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BKSY

BKSY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4926999 0.8108757 14927.00 4
Buy_Hold 2.0405617 4.1988586 32108.73 1

##### BKSY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BKSYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CCCM

CCCM sd indic
## [1] NA
## [1] NA
CCCM Static 2mo
## Warning in last.xts(structure(c(10.7600002288818, 10.1400003433228,
## 10.1730003356934, : requested length is greater than original

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CCCMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0084937 -0.0125649 9915.063 2
Buy_Hold 0.5473266 0.9099739 14902.576 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CLBR

CLBR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1233716 0.1882110 11233.72 1
Buy_Hold 0.4246841 0.6899164 14288.50 1

##### CLBR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CLBRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COF

COF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1802570 0.2784823 11802.57 4
Buy_Hold 0.3438415 0.5497338 13306.22 1

##### COF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0740988 0.1117791 10740.99 2
Buy_Hold 0.6537057 1.1078136 16408.08 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CORZ

CORZ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7346034 1.2624506 17346.03 4
Buy_Hold 0.2977397 0.4715802 13099.92 1

##### CORZ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CORZStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CTM

CTM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.00000 10000.00 0
Buy_Hold 5.347305 14.47821 68387.09 1

##### CTM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CTMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1059083 0.1609329 11059.08 4
Buy_Hold 0.2661974 0.4188722 12586.42 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL

GOOGL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0578892 -0.0846019 9421.108 1
Buy_Hold 0.0881331 0.1333803 10956.122 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.164369 0.2530536 11643.69 1
Buy_Hold 1.143601 2.0965079 22256.76 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5620131 13510.15 2
Buy_Hold 2.0786059 4.2955751 31004.48 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

META

META sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0848500 0.128315 10848.50 2
Buy_Hold 0.2755234 0.434391 12735.97 1

##### META Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
METAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MIRA

MIRA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.6758617 1.149810 16758.62 5
Buy_Hold 0.1857143 0.287255 10826.09 1

##### MIRA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MIRAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3230138 0.514263 13230.14 2
Buy_Hold 0.7524766 1.297093 17897.34 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2353571 -0.3281929 7646.429 1
Buy_Hold -0.3059968 -0.4181089 7021.974 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 1.1385277 2.0856508 21522.85 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2527766 0.3966361 12527.77 4
Buy_Hold 0.7137306 1.2222117 17278.52 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA

NVDA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2586885 0.4064171 12586.88 4
Buy_Hold 0.0976967 0.1481778 11420.40 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0377359 0.0564438 10377.36 2
Buy_Hold 1.0000000 1.7940405 19656.28 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

PLTR

PLTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7299281 1.253417 17299.28 4
Buy_Hold 2.0618268 4.252847 30503.97 1

##### PLTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
PLTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ROBN

ROBN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.00000 10000 0
Buy_Hold 0.7371752 2.96663 16668 1

##### ROBN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ROBNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RTAC

RTAC sd indic
## [1] NA
## [1] NA
RTAC Static 2mo
## Warning in last.xts(structure(c(12, 11.3999996185303, 11.3100004196167, :
## requested length is greater than original

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RTACStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RZLV

RZLV sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1135135 0.1727871 11135.135 2
Buy_Hold -0.4935305 -0.6352093 5219.048 1

##### RZLV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RZLVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1860016 0.2877173 11860.02 4
Buy_Hold 0.3749092 0.6031380 13854.69 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOFI

SOFI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2339978 0.3657152 12339.98 4
Buy_Hold 0.6519232 1.1044465 16744.64 1

##### SOFI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOFIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOXL

SOXL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8338967 1.4570529 18338.967 6
Buy_Hold -0.2844115 -0.3910806 7207.233 1

##### SOXL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOXLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0937148 0.1420091 10937.15 3
Buy_Hold 0.0535955 0.0804651 10531.99 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SQQQ

SQQQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0812164 0.1227175 10812.164 2
Buy_Hold -0.4383098 -0.5747289 5546.593 1

##### SQQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SQQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2470025 -0.3433038 7529.975 1
Buy_Hold -0.3424558 -0.4628438 6360.898 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4814815 0.7907381 14814.82 2
Buy_Hold 5.8099999 16.1797985 66764.71 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TQQQ

TQQQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2045993 0.3177629 12045.99 4
Buy_Hold 0.0848767 0.1283562 10993.79 1

##### TQQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TQQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSLA

TSLA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0914629 -0.1325406 9085.371 1
Buy_Hold 0.4787754 0.7858914 14784.377 1

##### TSLA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSLAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2904165 -0.3986398 7095.835 3
Buy_Hold -0.4590967 -0.5978491 5426.409 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1637518 0.2520691 11637.52 4
Buy_Hold 1.1669805 2.1467023 21374.61 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))